RIA Intel›Advisers›Rhode Island›INVEST TRACK FINANCIAL, LLC

INVEST TRACK FINANCIAL, LLC

Advisory

RI

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in RI

#83

of 90 advisers by AUM

Average account

$838K

across 73 accounts

AUM per adviser

$31M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$61M

Discretionary AUM$61M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InRI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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